Major and Planned Gifts: How to Engage Professionals on Their Own Terms
Major-gifts and planned-gifts officers constantly seek ways to engage with prospects and donors. Every technique is used on a daily basis to identify, rate and screen prospects.
At times, it is very hard to make appointments to meet the people whom officers need to engage. If you can't meet a prospect directly, you might be able to engage his or her professional representative. Many individuals have CPAs, trust officers, attorneys, life insurance agents, financial planners, bankers or other type of professionals they rely upon for financial decisions.
- Companies:
- Salvation Army
Duke Haddad, Ed.D., CFRE, is currently associate director of development, director of capital campaigns and director of corporate development for The Salvation Army Indiana Division in Indianapolis. He also serves as president of Duke Haddad and Associates LLC and is a freelance instructor for Nonprofit Web Advisor.
He has been a contributing author to NonProfit PRO since 2008.
He received his doctorate degree from West Virginia University with an emphasis on education administration plus a dissertation on donor characteristics. He received a master’s degree from Marshall University with an emphasis on public administration plus a thesis on annual fund analysis. He secured a bachelor’s degree (cum laude) with an emphasis on marketing/management. He has done post graduate work at the University of Louisville.
Duke has received the Fundraising Executive of the Year Award, from the Association of Fundraising Professionals Indiana Chapter. He also was given the Outstanding West Virginian Award, Kentucky Colonel Award and Sagamore of the Wabash Award from the governors of West Virginia, Kentucky and Indiana, respectively, for his many career contributions in the field of philanthropy. He has maintained a Certified Fund Raising Executive (CFRE) designation for three decades.
